Quincy Cass Associates, Incorporated

Broker-DealerFINRA MemberEst. 1936
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
686
Registered since
January 1, 1936

Firm profile

FINTRX

Overview

Quincy Cass Associates, Incorporated is a small, privately owned corporate advisory firm that has been registered with the SEC since 1936. The firm is classified as "Unclassified" in the source data and is owned by an individual rather than by an institutional parent. Reported firm attributes indicate it does not operate as a multi-state adviser, does not act as a pension consultant, and is not a related adviser to another registered entity. The firm also reports that it is not an active ESG investor. The source file does not include described business activities, advisory services, or client segmentation, so there is limited public detail on the firm’s target client types, fee model, or typical service offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Mark Minichiello

    Mark Minichiello

    Chief Executive OfficerCRD 1863304

  • Daniel Guay

    Daniel Guay

    Chief Financial OfficerCRD 4015808

  • Deanna Adams

    Deanna Adams

    Chief Investment OfficerCRD 7475707

Contacts

3 of 5
  • Aden Schwartz

    Aden Schwartz

    Equity Research AnalystCRD 7961116

  • Guadalupe Benitez Chavez

    ShareholderCRD 4524777

  • Rebecca Terrazas

    Executive Vice PresidentCRD 4745911

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth